Nonprofit CRM software that brings your people together

Bring supporter records, households and giving history together with Mobli’s nonprofit CRM. Keep donor management connected to the people, groups and volunteers behind your mission.

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What is a nonprofit CRM?

CRM stands for customer relationship management. A CRM for nonprofits brings contact details, household connections, giving history and involvement together, so your team can understand each supporter without piecing together separate spreadsheets.

People, not spreadsheets.

Supporter records in one place

Keep contact details, household connections and involvement together. Give authorized team members the context they need before the next conversation.

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See the story behind each gift.

Donor management with more context

View gifts alongside the people who made them. Understand a supporter’s giving history without losing sight of their other connections to your cause.

Giving history

Supporter
Avery Lane
Gift
Spring appeal
Record
Connected to the supporter
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One person. Many ways to help.

Connect donors, volunteers and groups

A supporter might give, volunteer and belong to a group. Keep those roles connected to the same person rather than maintaining separate versions of their details.

One supporter record

Giving
Spring appeal supporter
Volunteering
Community event helper
Group
Community garden
Illustrative record · Fictional information

The right words for every audience.

Clear communication. Everyone included.

Make updates clear and useful for donors, attendees, staff and volunteers. Plan thoughtful thank-yous, practical event information and team updates, with the context to coordinate who needs to know what.

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Meet Mobli, your fundraising buddy.

Need a hand? Just ask Mobli in your own words. Mobli is being built to help you work through what you need, with your team reviewing the next step.

Mobli, your fundraising buddy
  • “My board needs a report for our fall gala”

    Help shape a clear summary of the results and details your board needs.

  • “Who should we thank after the appeal?”

    Bring supporter context together to help you plan a thoughtful thank-you.

  • “Help me plan our next fundraiser”

    Work through your goal, the key details and a practical next step.

You keep the final say. Review any draft before sharing, sending or publishing.

More than a place to keep records.

Your CRM holds the information. Mobli is being built to help you put it to work, bringing supporter context into the conversation and helping your team plan what comes next.

  • Start with your goal

    Describe what you want to achieve, without navigating a maze of menus.

  • Keep context close

    Bring the right supporter information into each conversation.

  • Stay in control

    Review the next step before anything important happens.

Less chasing, checking and piecing things together. More time for your cause.

Less admin. More context.

Explore ways to keep supporter information organized and reduce repeated admin.

  • People profiles

    Contact details and context, together.

  • Households

    See family connections at a glance.

  • Activity Timelines

    A clearer view of supporter activity.

  • Tags

    Find people by what matters to your cause.

  • Lists

    Group supporters without another spreadsheet.

  • Recording donations

    Connect each gift to the person behind it.

  • Custom fields

    Keep the details your cause needs.

  • Smart Imports from any system

    Import supported files with reviewed mapping.

  • Polls

    Gather feedback without chasing replies.

  • Forms

    Collect details with less back-and-forth.

  • Automated workflows

    Fewer repeated steps, with team oversight.

  • Automated segmenting

    Keep audiences relevant with less sorting.

  • Easy exports

    Take the records you need to CSV.

  • Integrations

    Less re-entry between your team’s tools.

Nonprofit CRM questions

CRM stands for customer relationship management. For a nonprofit, it means keeping supporter contact details, relationships and involvement together so the team can find useful context without chasing separate lists.

Donor management focuses on donors and gifts. A nonprofit CRM can also cover households, volunteering, groups and communications. The terms overlap, so compare the everyday work each system helps your team do.

Small nonprofits, charities and community organizations can benefit when several people work with the same supporters. A shared record helps staff and volunteers with access spend less time checking which list is current.

Yes. Giving history, volunteering and group involvement can connect to the same supporter record. That context helps your team recognize the different ways someone contributes without switching between separate lists.

Household connections help a team understand how supporters relate to each other while keeping each person’s details distinct. Reviewing that context before a conversation can reduce repeated questions and make follow-up more relevant.

Mobli brings group involvement and giving history together around the supporter record. Authorized team members can use that context when responding to a question or preparing a follow-up.

Start by listing where your supporter information lives, agreeing which fields matter and reviewing duplicate or outdated entries. Keep a backup and confirm the chosen system’s import options before moving data. Agree how you will check a small sample and verify the results before switching your team over.

Try the tasks your team does most: finding a supporter, checking a gift and understanding household or volunteer involvement. Compare ease of use, access controls, data export, support and total costs, and confirm any integrations or migration tools you need before committing.

Useful context helps your team answer questions without asking a donor to repeat their history. Checking giving and involvement before following up can make conversations more relevant and reduce avoidable back-and-forth. The team still needs to keep records current and review its messages.

Yes. Core nonprofit CRM tools are free. Payment processing and any platform fees are separate, and Mobli Pro is an optional $49.99 monthly plan. Compare those costs with the tools your organization needs.

Keep the person in one place.

Mobli is coming soon. Join the waitlist for early-access updates.

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